Guides

The process of contacting SwiftCase support to

Learn more about moving rules and how to add them to your workflows.

Learn more about forms & actions and how to add them to your workflows.

This guide will outline how to send emails from your system. Keep everyone in the loop with emails in SwiftCase!

This guide will outline how to add Client Staff to your SwiftCase. Learn how to add your Clients to your system so you can create Tasks for Client Staff, contact your Client Staff directly from SwiftCase, and much more!

This guide will outline how to add Clients to your SwiftCase system. Learn how to add your Clients to your system to document all the Organisations your business deals with!

Create document templates specific to your business. Cut down on time wasted manually adding information into documents by creating a document template in SwiftCase. With our system you can automate the information gathering process by creating a document template and adding information tags so the information will be auto-populated.

Create custom email templates with SwiftCase. Send an email with a few clicks by creating your own email templates and adding information tags. These tags will pull through data from specific tasks allowing each email to be customisable to the recipient and/or subject.

This guide will outline and provide the basics on how to create a customised workflow- completely tailored to your business!

This guide provides details on setting up users within your company on SwiftCase. From adding Users to the system to setting up their email, this guide will provide you with all the information you need to get your Users on SwiftCase!

Guide on how to use and create Mortgage Enquiry tasks on SwiftCase's Mortgage system.

This guide will show you how to use the 'Create User' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically create a user based on time factors or questions answered.